146th OFDA

01/30/2025

Insurance Industry Products & Producers

This session offers a thorough exploration of preneed and life insurance within funeral service. Participants will gain insight into insurance products, licensing requirements, and the roles of producers and funeral counselors. The program covers a variety of plan types—including simplified issue, guaranteed issue, and graded benefit plans—and provides strategies for aligning coverage with consumer needs. Attendees will also learn about arrangement and funding processes, regulatory compliance, and the ethical responsibilities of licensed professionals. By the end of the session, funeral professionals will have a deeper understanding of how insurance-based funding supports both families and funeral home operations, ensuring effective, compliant, and client-focused service.

Note: This insurance program is approved for continuing education by the Ohio Department of Insurance (ODI) and is designed for licensed insurance agents in the funeral service profession. This course does not qualify for continuing education credit with the State of Ohio Board of Embalmers and Funeral Directors.

Lunch: Complimentary lunch will be provided for attendees registered for both the morning and afternoon insurance seminars.

Thomas Holland, CPC
Vice President
Humania Preneed Solutions

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